Sharing Form Completion between users

By: Hermann Woithe | Asked: 09/20/2023
ForumsCategory: How-toSharing Form Completion between users
Hermann Woithe asked 7 months ago
To improve conversion, I want to remove the friction for attorneys requesting quotes for malpractice insurance by letting them have their PAs do the bulk of the work.

How can I do the following, without requiring log-in from anyone?

- Attorney comes across website where we offer malpractice insurance.
- He fills in his email, maybe one or two other fields,  an email for his PA, hits send.
- His PA receives the partially filled form, completes what she can, sends it back to him, he makes a few minor changes, and hits submit. Is this possible in FF?
1 Answers
Walter JonesWalter Jones answered 7 months ago
Yes you can do this using this hook  https://formidableforms.com/knowledgebase/frm_user_can_edit/ And then you would simply link the entry in an email action to send to the PA.  

You can use a tool like this to customize the link https://formidable-masterminds.com/downloads/ff-short-links/
Hermann Woithe replied 7 months ago

Thank you Walter, much appreciated! I am going to give it a try and see if I can master it.

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